See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,554 | $209,411-53.4% | $178,490-45.3% | $158,922-38.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.63% | 188.75%-173.1pp | 151.07%-135.4pp | 302.83%-287.2pp |
| Employer contribution / active EE | $24,243 | $5,706+324.8% | $5,011+383.8% | $4,761+409.2% |
| Participant deferral / active EE | $10,410 | $5,954+74.8% | $5,202+100.1% | $5,982+74.0% |
| Admin fee / account holder | $1,038 | $17,074-93.9% | $13,984-92.6% | $11,246-90.8% |